Filed November 29, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,563 | $118,337-37.0% | $189,513-60.7% | $93,030-19.8% |
| Participation rate | 97.0% | 89.1%+7.9pp | 87.8%+9.2pp | 73.9%+23.1pp |
| Annual return | -42.31% | 21.77%-64.1pp | 555.15%-597.5pp | 158.70%-201.0pp |
| Employer contribution / active EE | $21,628 | $4,204+414.4% | $6,162+251.0% | $2,706+699.4% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $100-100.0% | $12,045-100.0% | $152-100.0% |